Specialized Plan Exam

Why Your 401(k) Plan Needs an Objective Auditor

Why Your 401(k) Plan Needs an Objective Auditor

By Jonathan Broadbent

High-Fee 401(k) Convenient for Employer, Costly for You

The following first appeared on NerdWallet July 29, 2015

By Jonathan Broadbent

A nod to an industry friend and great thinker

Evolution of the Retirement Plan Advisor

One wonderful thing about getting older is the chance to see things develop over
time. Those of us in the DC plan industry for a while have seen a tremendous evolution of
our industry and the overall competence of the advisors who are managing 401k

Press Release: Financial Times Top 401 Retirement Plan Advisors 2015


Jonathan R. Broadbent                      

Plan Partners LLC




Retirement Plans Often Rife With Conflicts of Interest

The following article first appeared in NerdWallet.com and Christian Science Monitor in April 2015 | posted in Advisor Voices

Retirement Plans Often Rife With Conflicts of Interest

By Jonathan Broadbent


What is Universal Plan Truth #25?

If your Plan Adviser talks a lot about one investment or product, you probably have a broker.

What is Universal Plan Truth #24?


What is Universal Plan Truth #23?

You should never trust a “Trust" company unless they earn it.

What is Universal Plan Truth #22?

If someone claims to be highly successful at IRA rollovers, they’re probably not going to also be very helpful to your Workplace Retirement Plan.

What is Universal Plan Truth #21?

A Plan Partner is always more objective than a broker or agent. (Okay, we may be a bit biased on this one, but our bias is toward you, not a product or commission.)

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